Can grandchildren inherit super? Understanding superannuation death benefits
Explore the complexities of death benefits and whether grandchildren can receive superannuation payouts directly.
Subdividing the family property – income or capital?
Subdividing your land is a great way to release money for other projects as the prices of Australian real estate continue to climb. However, the tax consequences of subdivision and development are complicated. Getting the details wrong could cost you up to 100% more tax than you would otherwise be required to pay.
What legal issues do you need to look out for in 2025?
With the coming of a new year come new ideas, plans and goals. Sometimes these may come about because of a change in circumstances and needs. In other cases, these may be a necessary undertaking due to a change in law, regulation or requirements. Here are some legal issues that we think will be hot issues in 2025 and our tips to help you navigate them.
Booklet: Special Disability Trusts (SDT) (Chapter 9 – Are there beneficial taxation consequences?)
Below is Chapter 9 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 13 – Summary)
Below is Chapter 13 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 12 – What are the ongoing obligations of an SDT?)
Below is Chapter 12 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 11 – Are there any investment restrictions on a SDT?)
Below is Chapter 11 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 10 – What are the administrative requirements of a special disability trust?)
Below is Chapter 10 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 8 – What is the effect of the assets test assessment exemption?)
Below is Chapter 8 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]
Booklet: Special Disability Trusts (SDT) (Chapter 7 – What is the effect of the ‘gifting concession’?)
Below is Chapter 7 of our ‘Special Disability Trusts’ booklet. To read the other chapters of our booklet, click the links below: Chapter 1 – What is an SDT? Chapter 2 – What are the requirements of an SDT? Chapter 3 – What can an SDT pay for? Chapter 4 – What are the eligibility […]